Past Release

Advisor Dashboard | Add Total Cash Balance to Accounts Tables - June '23

Jyoti Nihill · 2023-05-10T23:33:17+00:00

GoalsAllow Advisors to quickly assess how much cash is in an accountUse CasesAs an Advisor, I want to quickly be able to see if there is enough cash in my client’s accounts to pay fees, distributions, and/or other planned outflows As an Advisor, I want to quickly be able to see if there is idle cash that needs to be investedCapabilitiesAdd column to account tables throughout site that displays total cash in an account

Forum|Forum|2 years ago
May 10, 2023
4 replies
12 views

J

Jyoti Nihill
Known Participant

Goals

Allow Advisors to quickly assess how much cash is in an account

Use Cases

As an Advisor, I want to quickly be able to see if there is enough cash in my client’s accounts to pay fees, distributions, and/or other planned outflows
As an Advisor, I want to quickly be able to see if there is idle cash that needs to be invested

Capabilities